---
schema_version: "1"
id: b72dd07a06350c3a5e3840a8c42bf77b155614c743e1bfce0824251e3aad55e6
title: "Work Rule Type: Excluded Resources"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_optimization_theory_work_rules_excluded_resources.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_optimization_theory_work_rules_excluded_resources.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1c464e7e12c3a7103555d242a3c5f2a599ea2b4329b6f72ec41592079c8e684b
description: The Excluded Resources work rule type prevents service resources, listed as an Excluded service resource preference on a work order or work order line item, from being assigned to the corresponding appointment when the scheduling policy in use includes this work rule. If you're using Enhanced Scheduling and Optimization, the Excluded Resources work rule is a Field Service database work rule type. If you're not using Enhanced Scheduling and Optimization, this is an Apex work rule type.
products:
  - Field Service
release: "264"
---
# Work Rule Type: Excluded Resources

The Excluded Resources work rule type prevents service resources, listed as an Excluded service resource preference on a work order or work order line item, from being assigned to the corresponding appointment when the scheduling policy in use includes this work rule. If you're using Enhanced Scheduling and Optimization, the Excluded Resources work rule is a Field Service database work rule type. If you're not using Enhanced Scheduling and Optimization, this is an Apex work rule type.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Agentforce Field Service and Operations core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

![Package icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_package.png) _This is a Field Service managed package feature._

Sometimes, customers have a poor experience with a service resource and request not to work with them in the future. Use this work rule type to enforce customer resource preferences, such as those resulting from a complaint. Other work rules can exclude service resources based on skills, availability, and proximity.

Create work rules from the Work Rules tab. To view or add work rule fields open the **Object Manager** in Setup and select the **Work Rule** custom object. Add work rules to a scheduling policy from the **Customize Scheduling Policies** page in Guided Setup or from the Scheduling Policy Work Rules related list on a scheduling policy.

#### See Also

- [Add Service Resource Preferences in Field Service](https://help.salesforce.com/s/articleView?id=service.fs_resource_preferences.htm&release=264.0.0&type=5 "Designate certain service resources as preferred, required, or excluded on accounts, assets, locations, work orders, and work order line items. Ensure great customer service by matching the best worker to the job.")
- [Create and Manage Field Service Work Rules](https://help.salesforce.com/s/articleView?id=service.pfs_optimization_theory_work_rules.htm&release=264.0.0&type=5 "Work rules refine the list of candidates for a service appointment by rejecting service resources that violate any rule. Add work rules to any Field Service scheduling policy to guide schedule optimization.")